Anay Agarwal

Operations Associate

Jodhpur, Rajasthan, India0 mo experience

Key Highlights

CA Finalist with CFA Level I cleared
Strong foundation in financial reporting and audit
Hands-on experience in compliance and financial analysis

Stackforce AI infers this person is a Finance professional with expertise in audit, compliance, and investment analysis.

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Skills

Core Skills

Financial AnalysisAuditTax AdvisoryCompliance

Other Skills

AccountingRegulatory ComplianceRisk AssessmentFinancial DocumentationFinalization of AccountsStatutory AuditsStatutory CompliancesData AnalysisTally ERPMicrosoft PowerPoint

About

CA Finalist and CFA Level I cleared candidate with a strong foundation in financial reporting, audit, valuation, and investment analysis, backed by hands-on experience across statutory audits, financial statement analysis, taxation, and compliance engagements. I combine technical accounting expertise with a market-oriented understanding of finance to evaluate businesses through both operational and investment lenses. During my articleship at Uttam Abuwala Ghosh & Associates, I worked on audit assignments involving financial analysis, risk assessment, internal controls evaluation, regulatory compliance, and reporting accuracy across diverse industries. This experience strengthened my analytical rigor, attention to detail, and ability to interpret financial data in decision-making contexts. Alongside my Chartered Accountancy journey, clearing CFA Level I has deepened my understanding of equity valuation, portfolio management, corporate finance, financial markets, and investment thesis development. My academic background from H.R. College of Commerce & Economics further complements this blend of accounting and finance expertise. I am actively exploring opportunities in investment banking, equity research, corporate finance, valuation, transaction advisory, and asset management where I can contribute strong analytical capability, commercial understanding, and disciplined execution. Open to connecting with professionals, recruiters, and teams building high-impact finance and investment platforms.

Experience

0 mo

Total Experience

Average Tenure

Current Experience

Uttam abuwala ghosh & associates

Article Assistant

Sep 2023 – Sep 2025 · 2 yrs · Mumbai · Hybrid

Led and executed statutory, internal and compliance assignments for private and public limited companies across multiple sectors, strengthening expertise in financial statement analysis, regulatory frameworks, transaction scrutiny, and risk assessment. Reviewed high-volume financial data sets to identify reporting discrepancies, compliance gaps, and operational inefficiencies impacting financial accuracy and governance.
Conducted detailed financial statement scrutiny, TDS compliance verification, and tax audit reviews under the Income Tax Act, enhancing analytical capability in financial controls, regulatory compliance, and transaction-level validation. Applied a risk-oriented review framework to evaluate accounting treatments, supporting stronger financial reporting integrity and audit defensibility.
Worked on income tax returns, litigation support, and tax audit reporting for organizations and individuals, developing practical exposure to financial structuring implications, tax optimization strategies, and regulatory interpretation. Built working knowledge of direct tax applicability, financial documentation standards, and compliance-driven advisory processes relevant to transaction and deal environments.
Spearheaded coordination for an internal audit engagement by managing cross-functional execution between intra-firm departments, ensuring timely delivery and process discipline under strict reporting timelines. Strengthened stakeholder management, engagement execution, and analytical review capabilities directly transferable to client-facing finance and transaction advisory roles.

AccountingFinancial AnalysisAudit